Supercharge Your Home Care Case Conversion Rate

Learning Objectives


At the end of this course, participants will learn to:

• Define protocols/best practices for connecting with new prospects.
• Explore different types of eligibility and the level of service access.
• Understand the relationship between clients and New York Independent Assessor and clients and Managed Long-term Care Organization. 
• Explore steps to support clients to meet eligibility for services.
• Explain how the close interaction between the marketing and the care team can reduce lags in start-of-care.
  
  Training Materials
  Each module should include interactive activities, case studies, and group discussions to help participants apply the concepts presented. Additionally, consider including practical exercises and role-playing to simulate real-world scenarios related to recruiting, achieving targets, team building, and corporate culture within a home care marketing team.
  
  Training Time: 
  2 hours and 30 minutes
  
  Module 1: Collaboration Between the Intake & Marketing Team
• Identify activities high-impact teams use to build a collaborative and positive team culture that aligns with the agency's mission and values.
• Explore ways to build trust and effective communication.
• Examine best practices for motivating and rewarding team members.
• Unlock secrets for creating a corporate culture that promotes creativity, accountability, and trust.
  
  Module 2: Keep the New Prospective Client Supported & Motivated 
• Review the supercharged approach for converting leads in clients.
• Identify best practices for getting your prospective client ready for New York Independent Assessors.
• Best approach for supporting plan-to-plan transfers.
• Transferring clients from different plans into MLTC.
• Learn how to support and keep your prospective client during the conversion process.
• Increase communication between the referral center, intake, and case management.

Module 3: Help the New Prospect to WOW and Maximize their Interaction with New York Independent Assessors & the Insurance Provider 

• Understand the roles of Independent Assessors & Insurance Providers.
• Navigate insurance providers that reward the value-based care model.
• Enabling a seamless transition from Medicaid to MLTC for clients.
• Learn how to attract and select the right team members for your agency.

Module 4: Don’t Drop the Ball on Authorization Management & Start of Care 

• Develop KPIs, strategies, and tactics to meet and exceed marketing goals.
• Outline the KPIs for optimal Intake management.
• Access tool that will help you to manage the weekly success metrics.
• Explore a best-approach program to track and communicate KPIs.
• Explore best practice approach for continuous management across interdisciplinary teams.